State of the Union: AI, resource competition and inequality increase geopolitical instability

Artificial intelligence, widening inequality, and intensifying competition for critical resources are converging to create a more volatile global landscape. This article explores how these forces intersect and what they mean for the future of geopolitical stability.
Update from the PM – February 2026

2026’s extraordinary start—featuring armed intervention in Venezuela, NATO rifts over Greenland, historic Japanese bond yield spikes, and a precious metals bubble- signals a new era of geopolitical instability. We also cover why the enterprise software sell-off misses the critical value of distribution and orchestration.